Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 418 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,813
shares
|
$349,166
0.41% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,803
shares
|
$348,653
0.0% of portfolio
|
Q2 2025
Added 15.4%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
6,794
shares
|
$348,192
0.36% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
6,752
shares
|
$346,040
0.05% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
6,709
shares
|
$343,836
0.01% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Jul 22, 2025 Q2 2025 |
6,634
shares
|
$339,992
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
6,564
shares
|
$336,405
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
6,535
shares
|
$334,918
0.09% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
6,447
shares
|
$330,408
0.09% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
6,396
shares
|
$327,795
0.14% of portfolio
|
Q2 2025
Reduced 87.54%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
6,357
shares
|
$325,796
0.02% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,342
shares
|
$325,027
0.03% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
6,187
shares
|
$317,083
0.03% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
6,184
shares
|
$316,930
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
6,173
shares
|
$316,366
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
6,159
shares
|
$315,648
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
6,117
shares
|
$313,496
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,092
shares
|
$312,215
0.01% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
6,070
shares
|
$311,087
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
One Advisory Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,068
shares
|
$310,985
0.12% of portfolio
|
Q4 2024
Reduced 56.55%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
6,044
shares
|
$309,755
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
6,000
shares
|
$307,500
0.07% of portfolio
|
Q1 2022
Reduced 25.0%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
5,999
shares
|
$307,448
0.0% of portfolio
|
Q2 2025
Reduced 46.53%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,733
shares
|
$293,816
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
5,691
shares
|
$291,663
0.1% of portfolio
|
Q2 2025
Reduced 16.48%
|